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Written by Devang   

Customer Relationship Management (CRM)

What is CRM?

CRM stands for Customer Relationship Management. It is a process or methodology used to learn more about customers' needs and behaviors in order to develop stronger relationships with them. There are many technological components to Customer Relationship Management  ( CRM ), but thinking about Customer Relationship Management  ( CRM ) in primarily technological terms is a mistake. The more useful way to think about Customer Relationship Management  ( CRM ) is as a process that will help bring together lots of pieces of information about customers, sales, marketing effectiveness, responsiveness and market trends.

Customer Relationship Management  ( CRM ) helps businesses use technology and human resources to gain insight into the behavior of customers and the value of those customers.

 

vtiger CRM - Overview

vtiger CRM is an enterprise-ready Open Source CRM software mainly for small and medium businesses. vtiger CRM is built over proven, fast, and reliable LAMP/WAMP (Linux/Windows, Apache, MySQL, and PHP) technologies and other open source projects.

vtiger CRM leverages the benefits of Open Source software and adds more value to the end-users by providing many enterprise features, such as Sales force Automation , customer support & service , marketing automation, inventory management, multiple database support, security management, product customization, calendaring, E-mail integration, add-ons, and others.

Sales Force Automation

Lead Management
Account & Contact Management
Opportunity Management
Sales Quotes

Customer Support & Service

Trouble Tickets
Knowledge Base
Customer Self Service
Online Knowledge Base

Marketing Automation

Campaign Management
Mass Mailing
E-mail Templates
Mail Merge Templates

Inventory Management

Products Catalog
Price Books
Vendor Management
Purchase Orders
Sales Orders
Invoices

Activity Management

To Dos, Meetings & Calls
Recurring Events
Shared Calendar
Activity History
E-mail Notifications
Notes

Productivity Add-ons

Email Client
Outlook Plug-in
Office Plug-in
Thunderbird Extension
Customer Portal
RSS Feeds

Reports & Dashboards

Key Metrics
Customizable Reports
20 Pre-built Reports
20 Pre-built Dashboards
Report Folders

Product Customization

Custom Fields (10 different data objects)
Pick Lists
Custom List Views
Drag & Drop Modules
Currency customization

Security Management

User Management
Profiles
Roles
Groups
Organization-level Access Control